Business Profit & Loss Worksheet
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- DO NOT email your completed form or financial documents. Email is not secure. Send this form with the Submit button below, send documents only through the secure Upload button (Financial International’s SharePoint), or deliver them in person.
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Income Statement
Business name
For the Period Ending
Revenue
Net Sales
Cost of Goods Sold
Add subtotal (Purchases + Freight-in + Direct Labor + Indirect Expenses)
Cost of Goods Sold
Gross Profit (Loss)
Expenses
Advertising — choose channel from each drop-down, then enter the amount
Charitable Contributions — Cash and Non-Cash
Office Expenses — Supplies, Postage, Software Subscriptions, and Small Equipment
Payroll Taxes — Federal, State, and Local
Rent — Vehicle, Machinery, Equipment, and Other Business Property
Utilities — Gas, Electric, and Water
Vehicle Expenses — Gas, Insurance, and Repairs
Total Expenses
Net Operating Income
Net Operating Income (Gross Profit − Total Expenses)
Other Income
Total Other Income
Net Income (Loss) & Ratios
Net Income (Loss)
Debt to Income % (Debt payments ÷ Net Sales × 100)
Gross Margin Percentage (Gross Profit ÷ Net Sales × 100)
Notes
PROTECTING YOUR INFORMATION
- This form may ask for sensitive information, such as Social Security numbers, account numbers, income, and health or family details.
- DO NOT email your completed form or financial documents. Email is not secure. Send this form with the Submit button below, send documents only through the secure Upload button (Financial International’s SharePoint), or deliver them in person.
- This online form sends your answers over an encrypted (HTTPS) connection directly to Financial International.
- Only open this form from www.financialinternational.com. Financial International will never email or text you a link asking you to enter your SSN or bank details. If you get one, do not respond; call us at (213) 487-0587.
- If you print it, keep the completed form in a safe place and shred spare copies.
- Your information is kept confidential and used only to provide the services you asked us for.
Business Profit & Loss — live Net Sales, COGS, Gross Profit, expenses, NOI, Net Income, DTI, and Gross Margin. Submit sends to Teams + SQL.